03/04/2022 Release Notes - Revenue and Event Fixes Galore!

Revenue and Bug Fixes

• Revenue Module
  • We've added a host of new features to the Revenue Module! 
    
    • Invoices - 
    • Refunds - 
    • New Columns
      • Transaction Type
        • Unique Transactions with First Date - The first unique state of the transaction at the time of invoice creation will be shown
        • Unique Transactions with Last Date - The last unique state of the transaction at the time of invoice creation will be shown

• • • • Card Type - This column will reflect the card type (Visa, Mastercard, etc.) and will be visible in the report after exporting 
      • Card Number - This column will reflect the last 4 digits of the card number and will be visible in the report after exporting.
• ITEM

• Event Registration (Multiple Payment Fix)
  • During the registration process, multiple payments were being deducted from the same payment card upon refreshing the page or by pressing the 'Previous' button during the registration process. This is now resolved. 
• Invoices
  • Previously, the system would automatically void any held invoices. Now, when you create and hold an invoice, instead of sending it immediately, the invoice remains active and on hold until further action is taken. 
  • The customer's name on an invoice now appears as a clickable link that takes you to the member’s detail page
• Credit Notes
  • When a credit note is applied to multiple invoices, the ‘Applied Against’ column on the Transactions tab now displays the number of invoices to which it was applied as a hyperlink. You can click on that link to open a window with the list of applicable invoices and view each one as needed.
• Export w/ Filters
  • When exporting all transactions from the ‘Revenue’ tab with filters, the export will now maintain the applied filters
• The 'Accounting Details' tab on a member profile now  accurately reflects all listed metrics